Integrate Insightly with Amazing Marvin
Send information between Insightly and Amazing Marvin automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create a new project in Amazing Marvin whenever a new project is created in Insightly
Reduce discrepancies between relationship management software and personal productivity app by auto-syncing project details. This flow will set up a new project in Amazing Marvin each time a new project is initiated in Insightly.
How it works
- The flow triggers when a new project is created in Insightly.
- Zoho Flow creates a new project in Amazing Marvin.
Create a new project in Amazing Marvin whenever a new project is created in Insightly
Insightly + Amazing Marvin
Build your own integrations between Insightly and Amazing Marvin
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Supported triggers and actions
Integrate Insightly and Amazing Marvin using the below triggers and actions
All Triggers - A trigger kickstarts the flow
New Task
Triggers when a new task is created
New Contact
Triggers when a new contact is created
New Organization
Triggers when a new organization is created
New Lead
Triggers when a new lead is created
New Opportunity
Triggers when a new opportunity is created
New Project
Triggers when a new project is created
All Actions - Actions are the automated tasks
Create Organization
Creates a new organization
Create Task
Creates a new task
Create Lead
Creates a new lead
Create Contact
Creates a new contact
Create Project
Creates a new project
Create Opportunity
Creates a new opportunity
Create project
Creates a new project
Stop time tracking
Stops time tracking for a task
Start time tracking
Starts time tracking for a task
Unclaim reward points
Unclaims the reward points
Create task
Creates a new task
Claim reward points
Claims the available reward points
Mark task done
Marks the selected task as done
Spend reward points
Spends the available reward points
Create event
Creates a new event
What is Insightly?
Insightly is a CRM and project management software. You can access everything about a lead from a single page, automate customer communication, and monitor your milestones, tasks, and even resources.
What is Amazing Marvin?
Amazing Marvin is a personal productivity application that offers features like a day planner, time tracker, project management tool, timer, calendar, habit and goal tracker, and more.
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Logic
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
Learn more >Zoho Flow had eliminated the most routine and repetitive tasks that were creating a huge burden on our employees, leading to many unnecessary delays and mistakes. Now, we have better data integrity and we serve our customers faster. It is on a totally different level. Learn more
Louis Castellano
CEO, Lakeside CNC Group
We use Zoho Flow to connect Zoho Billing with JotForm. As our customers fill their preferences in JotForm, Zoho Flow passes it to Zoho Billing and creates a subscription automatically. It was impressive that we were able to configure all this on a simple drag-and-drop interface!
Josh Lucas
Head of Operations, AAA Band Rentals
Zoho Flow has revolutionized our integration process, allowing us to transfer data seamlessly across multiple platforms without the need for coding. It has eliminated tedious and time-consuming tasks, making our workflow more efficient and saving us valuable time and effort. Zoho Flow is a game-changer for us, and I highly recommend it to anyone looking to streamline their business processes. Learn more
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Technical Engineer, Master Liveaboards
